Savannah Garey

●Prepare various tax returns (1040s, 1065s, 1120s), extensions, and quarterly projections.

●Prepare and review workpapers, supporting schedules, and other documentations.

●Conducted extensive tax research on tax laws and regulations to resolve technical issues.

●Coordinate the day-to-day tax engagement workflow: planning, gathering client information, and managing deadlines.

●Handle tax notices and correspondence with tax authorities.

●Communicate directly with clients to serve specific needs and identify potential value-added solutions.

●Work directly with partners and colleagues to maximize firm efficiency.

●Assigned as extension lead position. Presented office trainings, managed the extension team, and released all extensions for the office.

• Maintained general ledger accuracy through full-cycle bookkeeping using QuickBooks Online
• Compiled monthly financial summaries supporting executive forecasting and cash flow visibility
• Reconciled multi-account transactions to ensure financial data integrity and compliance alignment
• Processed vendor payables and client receivables with consistent adherence to accounting protocols

• Evaluated expense patterns and revenue activity to support data-driven budget optimization
• Integrated digital bookkeeping practices to enhance reporting efficiency and transactional clarity
• Generated income statements and balance sheets aligned with GAAP standards for internal review
• Streamlined documentation workflows ensuring precise audit readiness across accounting functions

• Supported payroll preparation ensuring data consistency and correct cost center allocation
• Maintained confidential records with precision aligned to audit and reporting best practices
• Tracked and validated operational expenses to maintain fiscal accuracy across departmental budgets
• Recorded and verified procurement activity supporting compliance with healthcare financial controls

• Ensured adherence to policy-driven recordkeeping aligned with institutional fiscal standards
• Assisted in maintaining financial logs and classroom resource allocations to ensure transparency
• Coordinated information flow between staff to streamline administrative bookkeeping functions
• Documented academic and operational data to support accurate school reporting and compliance

• Supported payroll coordination and attendance tracking through structured data entry systems
• Collaborated on compliance procedures ensuring financial integrity within operational guidelines
• Maintained purchase records and supply inventories ensuring accountability across fiscal reports
• Organized financial documentation supporting program budgeting and expense reconciliation accuracy